THE NICHOLL FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: THE NICHOLL FAMILY FOUNDATION INC (EIN 52-2347387)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-09-14
IRS object ID: 202002589349100910
Schema version: 2019v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
General Explanation Attachment
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Increases Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-09-14T15:06:40-05:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	521268363	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DRAPER & MCGINLEY PA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	365 W PATRICK ST	AddressLine1Txt
City	FREDERICK	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21701	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2019-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	522347387	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE NICHOLL FAMILY FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	NICH	BusinessNameControlTxt
Phone	4102447005	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1124 DAY ROAD	AddressLine1Txt
City	SYKESVILLE	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	217845607	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	TERESA A NICHOLL	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	4102447005	PhoneNum
Signature	2020-09-11	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAEL MCGINLEY	PreparerPersonNm
PTIN	P00227772	PTIN
Phone	3016947411	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	173.10.150.17	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-09-11	IPDt
IP Tm	10:41:20	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	B2E52507E5BE71CF6080986AF9AA2DBE239CD654	AtSubmissionCreationDeviceId
At Submission Filing Device Id	B2E52507E5BE71CF6080986AF9AA2DBE239CD654	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2022-01-07 14:23:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$10,855,097	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$1,325,166	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$228,641	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$228,641	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$455,753	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$12,274,419	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$455,753	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$2,009,560	TotalRevAndExpnssAmt
Total Net Invst Incm	$684,394	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$2,613	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,306	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$9,743	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,611	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$26,597	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$26,501	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$38,953	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$29,418	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$890,150	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$890,150	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$929,103	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$29,418	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$890,150	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,080,457	ExcessRevenueOverExpensesAmt
Net Investment Income	$654,976	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$1,705,788	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,491,233	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,491,233	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$3,600,116	CorporateStockBOYAmt
Corporate Stock EOY	$5,531,871	CorporateStockEOYAmt
Corporate Stock EOYFMV	$5,864,130	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$57,009	CorporateBondsBOYAmt
Corporate Bonds EOY	$2,651,977	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$2,192,234	CorporateBondsEOYFMVAmt
Mortgage Loans BOY	$4,023	MortgageLoansBOYAmt
Mortgage Loans EOY	$0	MortgageLoansEOYAmt
Mortgage Loans EOYFMV	$0	MortgageLoansEOYFMVAmt
Other Investments BOY	$4,515,884	OtherInvestmentsBOYAmt
Other Investments EOY	$1,297,551	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,304,375	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$7,948	OtherAssetsBOYAmt
Other Assets EOY	$3,124	OtherAssetsEOYAmt
Other Assets EOYFMV	$3,125	OtherAssetsEOYFMVAmt
Total Assets BOY	$9,890,768	TotalAssetsBOYAmt
Total Assets EOY	$10,975,756	TotalAssetsEOYAmt
Total Assets EOYFMV	$10,855,097	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$9,890,768	RetainedEarningBOYAmt
Retained Earning EOY	$10,975,756	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$9,890,768	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$10,975,756	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$9,890,768	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$10,975,756	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$9,890,768	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,080,457	ExcessRevenueOverExpensesAmt
Other Increases	$4,531	OtherIncreasesAmt
Subtotal	$10,975,756	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$10,975,756	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (111 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCOTTS MIRACLE BD	P	2019-10-02	2019-10-23	$14,420	$14,464	-$44	-$44
CYRUSONE LP	P	2019-11-05	2019-12-10	$15,372	$14,978	$394	$394
EQUINIX BD	P	2019-10-11	2019-12-16	$15,269	$15,333	-$64	-$64
AM TOWER	P	2019-07-08	2019-10-09	$9,763	$9,025	$738	$738
BROOKS AUTOMATION	P	2019-07-19	2019-11-04	$5,471	$4,966	$505	$505
GWR	P	2019-07-08	2019-07-12	$5,911	$5,907	$4	$4
HCSG	P	2019-07-08	2019-08-29	$8,186	$11,198	-$3,012	-$3,012
MOODYS	P	2019-07-12	2019-12-24	$5,716	$4,914	$802	$802
OKTA	P	2019-07-12	2019-08-07	$4,691	$4,919	-$228	-$228
PROS HLDG	P	2019-07-12	2019-08-08	$5,024	$4,757	$267	$267
TRIMBLE	P	2019-07-08	2019-08-08	$8,696	$10,044	-$1,348	-$1,348
TYLER TECH	P	2019-07-12	2019-12-30	$16,294	$12,446	$3,848	$3,848
FED MMKT GOVT OBS	P		2019-04-30	$2,499,993	$2,500,000	-$7	-$7
DOW INC	P	2005-12-12	2019-04-02	$36	$21	$15	$15
SPDR HLTH CARE	P	2019-03-25	2019-04-09	$55,363	$54,585	$778	$778
INVESCO DB US DLR	P		2019-04-09	$53,469	$53,794	-$325	-$325
FIRST TR III	P	2018-12-21	2019-03-25	$36,230	$34,339	$1,891	$1,891
ISHARES MULTIFACTOR	P	2018-10-11	2019-03-25	$34,698	$36,002	-$1,304	-$1,304
ISHARES MSCI	P	2018-10-11	2019-03-25	$37,188	$36,035	$1,153	$1,153
ISHARES REAL ESTATE	P	2018-11-14	2019-03-25	$38,096	$35,164	$2,932	$2,932
INVESCO SWISS	P	2018-08-13	2019-03-25	$36,054	$36,294	-$240	-$240
INVESCO YEN	P	2018-06-06	2019-03-25	$37,030	$37,140	-$110	-$110
JPM ULTRA SHORT	P	2018-10-11	2019-03-25	$36,209	$36,092	$117	$117
PROSHS ST RUSSELL	P	2018-12-21	2019-03-25	$29,453	$34,346	-$4,893	-$4,893
ISHARES MBS	P	2015-03-30	2019-03-25	$32,717	$33,927	-$1,210	-$1,210
INVESCO OPTIMUM YLD	P	2018-02-22	2019-03-25	$35,264	$37,386	-$2,122	-$2,122
INVESCO CORE US	P	2014-06-30	2019-03-25	$33,462	$33,716	-$254	-$254
SPDR ST PORT	P	2016-11-30	2019-03-25	$34,670	$34,682	-$12	-$12
SPDR GOLD	P	2017-05-19	2019-03-25	$36,748	$34,904	$1,844	$1,844
WABTEC FRAC	P	2019-02-26	2019-02-26	$68	$70	-$2	-$2
BRISTOL MYERS	P	2017-08-09	2019-02-01	$104,984	$122,330	-$17,346	-$17,346
INTEL	P	2014-02-03	2019-02-01	$89,390	$83,382	$6,008	$6,008
JNJ	P	2007-12-21	2019-02-01	$93,803	$71,935	$21,868	$21,868
MERCK	P	2017-12-28	2019-02-01	$103,890	$98,085	$5,805	$5,805
AIG FOCUSED DIV	P	2013-11-13	2019-02-01	$210,000	$158,893	$51,107	$51,107
ATT	P	2014-02-04	2019-01-04	$58,656	$58,656	$0	$0
KRAFT HEINZ	P	2013-10-09	2019-01-04	$51,124	$51,253	-$129	-$129
INTEL	P	2014-02-04	2019-01-04	$116,979	$120,619	-$3,640	-$3,640
MERCK	P	2013-10-09	2019-01-04	$99,224	$94,838	$4,386	$4,386
MSFT	P	2013-12-13	2019-01-04	$162,485	$159,788	$2,697	$2,697
PPL	P	2013-10-09	2019-01-04	$57,898	$57,266	$632	$632
PACCAR	P	2013-10-09	2019-01-04	$66,522	$63,127	$3,395	$3,395
TORONTO DOM	P	2013-11-13	2019-01-04	$68,223	$66,268	$1,955	$1,955
VERIZON	P	2014-02-07	2019-01-04	$78,670	$77,539	$1,131	$1,131
GNMA	P		2019-04-20	$183	$183	$0	$0
INVESCO US DOLLAR K-1	P			$851		$851	$851
AT&T	P		2019-06-21	$167,100	$175,757	-$8,657	-$8,657
WAB	P		2019-06-21	$1,437	$1,561	-$124	-$124
DUPONT	P	2005-12-12	2019-06-03	$48	$42	$6	$6
ADIENT	P	2006-11-01	2019-07-05	$871	$1,724	-$853	-$853
AMLP	P	2016-08-03	2019-07-05	$78,388	$89,443	-$11,055	-$11,055
CC	P	2005-12-12	2019-07-05	$2,136	$1,097	$1,039	$1,039
CTVA	P	2005-12-12	2019-07-05	$6,200	$3,606	$2,594	$2,594
DUPONT	P	2005-12-12	2019-07-05	$15,755	$9,941	$5,814	$5,814
DOW INC	P	2005-12-12	2019-07-05	$10,592	$6,844	$3,748	$3,748
FIIMX	P	2005-12-30	2019-07-05	$84,511	$73,877	$10,634	$10,634
GE	P	2017-08-09	2019-07-05	$40,652	$99,720	-$59,068	-$59,068
GROYX	P	2005-12-12	2019-07-05	$87,424	$69,279	$18,145	$18,145
HD	P	2007-01-17	2019-07-05	$20,107	$3,829	$16,278	$16,278
ICF	P	2019-03-25	2019-07-05	$60,960	$57,932	$3,028	$3,028
IP	P	2018-10-02	2019-07-05	$87,844	$100,636	-$12,792	-$12,792
IYR	P	2019-03-25	2019-07-05	$55,778	$53,073	$2,705	$2,705
LVS	P	2017-08-09	2019-07-05	$101,619	$99,830	$1,789	$1,789
NJR	P	2017-12-28	2019-07-05	$44,888	$35,483	$9,405	$9,405
NVT	P	2007-01-17	2019-07-05	$2,397	$1,165	$1,232	$1,232
PNR	P	2007-01-17	2019-07-05	$3,614	$2,299	$1,315	$1,315
PPL	P	2013-11-13	2019-07-05	$62,524	$57,209	$5,315	$5,315
PRRIX	P	2002-10-31	2019-06-21	$77,129	$76,727	$402	$402
BCX	P		2019-06-21	$238,346	$246,097	-$7,751	-$7,751
BMY	P		2019-06-21	$102,634	$130,305	-$27,671	-$27,671
EFA	P		2019-06-21	$33,673	$30,946	$2,727	$2,727
GDIFX	P		2019-06-21	$120,664	$153,750	-$33,086	-$33,086
IBM	P		2019-06-21	$117,144	$124,622	-$7,478	-$7,478
ILF	P		2019-06-21	$52,111	$50,274	$1,837	$1,837
IPE	P		2019-06-21	$119,366	$112,327	$7,039	$7,039
JRI	P		2019-06-21	$98,536	$99,908	-$1,372	-$1,372
KHC	P		2019-06-21	$35,845	$51,298	-$15,453	-$15,453
KMB	P		2019-06-21	$106,305	$94,951	$11,354	$11,354
MET	P		2019-06-21	$102,740	$99,888	$2,852	$2,852
SUNWX	P	2012-02-16	2019-07-05	$355,220	$500,000	-$144,780	-$144,780
VBK	P	2005-12-12	2019-07-05	$85,496	$26,914	$58,582	$58,582
VBR	P	2005-12-12	2019-07-05	$68,747	$32,486	$36,261	$36,261
VO	P	2005-12-12	2019-07-05	$80,596	$31,084	$49,512	$49,512
VZ	P	2014-02-07	2019-07-05	$81,687	$77,539	$4,148	$4,148
XLK	P	2019-04-09	2019-07-05	$58,958	$56,018	$2,940	$2,940
XLY	P	2019-03-25	2019-07-05	$59,775	$54,881	$4,894	$4,894
BAC	P	2007-12-21	2019-07-05	$23,807	$49,627	-$25,820	-$25,820
JCI	P	2007-07-17	2019-07-05	$15,585	$9,683	$5,902	$5,902
LADYX	P	2005-12-12	2019-07-05	$155,172	$106,744	$48,428	$48,428
PCAR	P	2013-11-13	2019-07-05	$81,226	$64,722	$16,504	$16,504
RIO	P	2017-12-28	2019-07-26	$59,832	$54,756	$5,076	$5,076
TD	P	2014-02-03	2019-07-26	$79,117	$66,465	$12,652	$12,652
TYHYX	P	2002-10-31	2019-07-26	$69,023	$65,693	$3,330	$3,330
UPS	P	2017-12-28	2019-07-26	$109,891	$108,322	$1,569	$1,569
FDSWX	P	2012-02-16	2019-08-16	$207,697	$161,031	$46,666	$46,666
GM	P	2017-08-09	2019-08-16	$104,853	$99,833	$5,020	$5,020
IVW	P	2019-03-25	2019-08-16	$55,250	$52,858	$2,392	$2,392
QUAL	P	2019-04-09	2019-08-16	$54,245	$54,330	-$85	-$85
SDY	P	2019-03-25	2019-08-16	$55,144	$54,521	$623	$623
SPLV	P	2018-10-11	2019-08-16	$55,907	$48,708	$7,199	$7,199
XLU	P		2019-08-16	$60,530	$57,690	$2,840	$2,840
BSIIX	P	2014-01-28	2019-09-10	$487,190	$496,008	-$8,818	-$8,818
INVESCO GLOBAL 45	P	2018-10-08	2019-09-13	$985,081	$933,690	$51,391	$51,391
INVESCO FIN INST	P	2018-11-06	2019-09-13	$131,784	$126,919	$4,865	$4,865
MICSX	P	2019-07-05	2019-09-13	$142,105	$145,015	-$2,910	-$2,910
MRK	P		2019-09-13	$112,693	$77,191	$35,502	$35,502
PFE	P		2019-09-13	$20,704	$9,843	$10,861	$10,861
CAMYX	P		2019-11-05	$182,180	$175,045	$7,135	$7,135
USSCX	P		2019-11-27	$128,939	$125,000	$3,939	$3,939
SNOXX	P		2019-11-27	$1,215,000	$1,215,000	$0	$0
CAPITAL GAINS DIVIDENDS	P			$207,204		$207,204	$207,204

Field	Value	IRS element (for citing)
Capital Gain Net Income	$455,753	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$785,408	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$8,534,721	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.092025	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$645,000	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$7,464,426	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.086410	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$671,205	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$6,888,857	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.097433	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$573,000	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$6,552,664	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.087445	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$593,707	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$6,179,579	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.096076	DistributionYr5Rt
Total Distribution	0.459389	TotalDistributionRt
Average Distribution	0.091878	AverageDistributionRt
Net Vl Noncharitable Assets	$9,477,448	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$870,769	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$6,550	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$877,319	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$890,150	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$6,550	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$6,550	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$6,550	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$7,200	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$7,200	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$650	OverpaymentAmt
Applied To ES Tax	$650	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	0	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (1)	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	TERESA A NICHOLL	IndividualWithBooksNm
Phone	4104421429	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1124 DAY ROAD	AddressLine1Txt
City	SYKESVILLE	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	217845607	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
TERESA A NICHOLL
1124 DAY ROAD	SYKESVILLE	MD	21784	PRES/TREAS	1.00	$0	$0	$0
PETER T NICHOLL
1124 DAY ROAD	SYKESVILLE	MD	21784	VP/SEC	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$7,916,430	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,705,345	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$9,621,775	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$9,621,775	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$144,327	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$9,477,448	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$473,872	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$473,872	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$6,550	TaxBasedOnInvestmentIncomeAmt
Total Tax	$6,550	TotalTaxAmt
Distributable Before Adj	$467,322	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$467,322	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$467,322	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$890,150	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$890,150	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$6,550	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$883,600	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$467,322	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$292,314	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$249,273	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$329,352	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$277,926	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$372,856	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,521,721	TotalExcessDistributionCyovAmt
Qualifying Distributions	$890,150	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$467,322	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$422,828	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,944,549	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$292,314	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,652,235	ExcessDistriCyovToNextYrAmt
Excess From Year4	$249,273	ExcessFromYear4Amt
Excess From Year3	$329,352	ExcessFromYear3Amt
Excess From Year2	$277,926	ExcessFromYear2Amt
Excess From Year1	$372,856	ExcessFromYear1Amt
Excess From Current Year	$422,828	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	TERESA A NICHOLL	ContributingManagerNm
Contributing Manager	PETER T NICHOLL	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
CAMP GLOW
320 CATHEDRAL STREET	BALTIMORE	MD	21201	NONE	501(C)(3)	DONATION	$10,000
CARROLL COUNTY HOSPICE
95 CARROLL STREET	WESTMINSTER	MD	21157	NONE	501(C)(3)	DONATION	$10,000
CHILDREN'S ROADS TO RECOVERY INC
3155 PRESIDENTIAL DRIVE STE 104	ATLANTA	GA	30340	NONE	501(C)(3)	DONATION	$10,000
FREE WHEELCHAIR MISSION
9341 IRVINE BLVD	IRVINE	CA	92618	NONE	501(C)(3)	DONATION	$10,000
HEALTHCARE FOR THE HOMELESS
111 PARK AVENUE	BALTIMORE	MD	21201	NONE	501(C)(3)	DONATION	$25,000
JOHN HOPKINS UNIVERSITY
3400 NORTH CHARLES STREET	BALTIMORE	MD	212182683	NONE	501(C)(3)	DONATION	$540,000
MOTHER SETON ACADEMY
724 SOUTH ANN STREET	BALTIMORE	MD	21231	NONE	501(C)(3)	DONATION	$100,000
ST JUDE'S CHILDREN RESEARCH HOSPITAL
PO BOX 810	MEMPHIS	TN	38101	NONE	501(C)(3)	DONATION	$50,000
THE CARTER CENTER
ONE COPENHILL 453 FREEDOM PWY	ATLANTA	GA	30307	NONE	501(C)(3)	DONATION	$20,000
THE LEAST OF THESE MINISTRIES
170 AIRPORT ROAD	WESTMINSTER	MD	21157	NONE	501(C)(3)	DONATION	$5,000
THE MARIANISTS OF AMERICA
4425 WEST PINE BLVD	ST LOUIS	MO	63108	NONE	501(C)(3)	DONATION	$10,000
THE UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC (UMBF)
515 W LOMBARD ST 3RD FLR	BALTIMORE	MD	21201	NONE	501(C)(3)	DONATION	$100,150

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$890,150	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$228,641	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$455,753	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$684,394	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$684,394	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd	Noncash ContributionNoncashContributionInd
PETER AND TERESA NICHOLL
1	1124 DAY ROAD	SYKESVILLE	MD	217845607	$2,613	Yes (X)
PETER AND TERESA NICHOLL
2	1124 DAY ROAD	SYKESVILLE	MD	217845607	$1,016,368		Yes (X)
PETER AND TERESA NICHOLL
3	1124 DAY ROAD	SYKESVILLE	MD	217845607	$306,185		Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
2	MARKETABLE SECURITIES	$1,016,368	2019-12-12
3	MARKETABLE SECURITIES	$306,185	2019-12-31

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING	CategoryTxt
Amt	$2,613	Amt
Net Investment Income	$1,306	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

Field	Value	IRS element (for citing)
Form And Line Reference	PART VII-A, 8B, NOT REQUIRED TO FILE WITH MD	FormAndLineReferenceDesc
Medium Explanation	PART VII-A, 8B, NOT REQUIRED TO FILE WITH MD	MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORPORATE BONDS	BondNm
EOY Book Value	$2,651,977	EOYBookValueAmt
EOYFMV	$2,192,234	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORPORATE STOCKS	StockNm
EOY Book Value	$5,531,871	EOYBookValueAmt
EOYFMV	$5,864,130	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
MUTUAL FUNDS	AT COST	$1,134,120	$1,140,944
PARTNERSHIPS	AT COST	$163,431	$163,431

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ACCRUED INTEREST	$730	$408	$409
ACCRUED DIVIDENDS	$7,218
ACCRUED INTEREST PAID		$2,716	$2,716

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISORY FEES	$26,501	$26,501	$0
PARTNERSHIP EXPENSES	$96	$0	$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	NET BASIS ADJUSTMENTS	Desc
Amt	$4,531	Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	PETER TERESA NICHOLL	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1124 DAY ROAD	AddressLine1Txt
City	SYKESVILLE	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	217845607	ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES	$8,132	$0	$0
FOREIGN TAXES	$1,611	$1,611	$0